Episode 36: Exit Planning Strategies for Business Owners
Did you know that 80% of small businesses that go up for sale never actually sell? In this episode of Sterling Insights, Roger sits down with Stephen H. Wagner, CFP®, CEPA, and founder of Integrity Wealth Advisors, to unpack the strategies every business owner needs to know before they think about selling.
Together, they explore the critical (and often overlooked) process of exit planning, sharing real-world insights and practical strategies that can make the difference between a regretful exit—or a life-changing wealth event. Stephen H. Wagner draws from four decades of experience advising…
The skinny
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